Client Portals
Advice Tech Hub Home

FINOVA
Website www.finova.tech
Phone 01275 400 660
Email [email protected]

HIGH-LEVEL FUNCTIONALITY

Login or Register

This valuable content is currently restricted. Here's how to access it:

Already have an account?

Click the login or register button above to gain immediate access.

(if you have the correct account permissions)

_

Are you a new user?

Click the login or register button for FREE access for financial advice firms

If your registration requires approval, don't worry! This is usually completed same day!

(If further infomation required, our team will be in touch to discuss)

_

Are you already logged in?

If you are logged and can't access this content

please contact us to discuss available options!

_

KEY FUNCTIONALITY

This content is restricted

Please contact us here to gain access

[email protected]

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

This content is restricted

Please contact us here to gain access

[email protected]

OTHER PRACTICE AREAS:

Mortgage Practice Management

INSIGHTS:

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr

Read More

Artificial Intelligence – AI Tools & Services – Avenir

Read More

SWITCHING ANALYSIS SUPPLIER/SOFTWARE: FE fundinfo – AdviserAsset

Read More

Artificial Intelligence – AI Tools & Services – Re:LOA

Read More

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: ONE MORTGAGE SYSTEM

Read More

REPORT GENERATION SUPPLIER/SOFTWARE: Automwrite

Read More

Business Performance & Operational Management Supplier/Software: Octopus Money

Read More

Client Engagement: DNA Behavior

Read More

Artificial Intelligence – AI Tools & Services – AdvisoryAI

Read More

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FUZE

Read More
Client Portals
Advice Tech Hub Home

OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners
Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications
Smarter Communications

INSIGHTS:

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr

by | 13th May 2025 | Advice Tech Hub, Adviser Software Systems, Portfolio Analysis | 0 Comments

PORTFOLIO ANALYSIS - COLLIDR Website www.collidr.com Phone 0808 281 2900 Email [email protected] HIGH-LEVEL FUNCTIONALITY Can create multiple portfolios Own Functionality Can share portfolios across users Own Functionality Can compare of existing and proposed...
Read More

MIC UK 2025

by | 7th May 2025 | Events, External Conferences, MorningStar | 0 Comments

Morningstar MIC UK 2025Explore content below...TBCTBC
Read More

Artificial Intelligence – AI Tools & Services – Avenir

by | 7th May 2025 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Avenir Website www.joinavenir.com  Phone Not Disclosed Email Chat with Avenir KEY FUNCTIONALITYIntroduction Avenir, founded in 2023, is a company focused on streamlining workflows for financial professionals, particularly financial advisers...
Read More

SWITCHING ANALYSIS SUPPLIER/SOFTWARE: FE fundinfo – AdviserAsset

by | 2nd May 2025 | Advice Tech Hub, Adviser Software Systems, Switching Analysis | 0 Comments

SWITCHING ANALYSIS – FE AdviserAsset Website www.fefundinfo.com Phone Client Support: +44 1483 783939Sales: +44 20 7534 7600 Email [email protected] [email protected]  HIGH-LEVEL FUNCTIONALITY Calculate the value of pensions at a certain point in time...
Read More

Artificial Intelligence – AI Tools & Services – Re:LOA

by | 1st May 2025 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - RE LOA Website www.reloa.ai Phone Not Disclosed Email [email protected] KEY FUNCTIONALITYIntroduction: re:loa is a solution designed to streamline the Letters of Authority (LOA) process for UK pension advisers. It leverages Artificial...
Read More

QUOTATION PORTALS SUPPLIER/SOFTWARE: Source

by | 8th April 2025 | Adviser Software Systems, Quotation Portals | 0 Comments

Source Website www.thesource.co.uk  Phone 029 2026 5265 Email [email protected]  HIGH-LEVEL FUNCTIONALITY Comparison of costs for individual product types Own Functionality Comparison of costs for multi-benefit (menu) plans No Functionality...
Read More

We’re hiring – join our team!

by | 4th April 2025 | Join our Team | 0 Comments

Are you passionate about Adviser Technology? Do you want to make a real difference and help advisers? Why not join our team who are dedicated to doing so. FTRC has been at the forefront of understanding adviser technology for over 30 years and there has never been a...
Read More

Artificial Intelligence – AI Tools & Services – Posterity

by | 3rd April 2025 | Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Posterity Website www.posterity.finance  Phone Not Disclosed Email www.posterity.finance/contact  KEY FUNCTIONALITYIntroduction Posterity, officially launched in August last year, is focused on automating compliance and admin tasks for...
Read More

Artificial Intelligence – AI Tools & Services – 4admin

by | 3rd April 2025 | Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - 4admin Website www.4admin.co.uk  Phone Not Disclosed Email [email protected]  KEY FUNCTIONALITYIntroduction 4admin is an AI system designed to streamline the Letter of Authority (LOA) process for financial advisers. 4admin focuses on...
Read More

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: ONE MORTGAGE SYSTEM

by | 1st April 2025 | Advice Tech Hub, Adviser Software Systems | 0 Comments

ONE MORTGAGE SYSTEM Website www.onemortgage.co.uk Phone 0203 911 2211 Email [email protected]  HIGH-LEVEL FUNCTIONALITY Fact Finding Own Functionality Document Storage Own Functionality Campaign Management Own Functionality Lead creation and management Own...
Read More
Back